Insurance Billing Specialist and Surplus Lines Compliance Support

Insurance Billing Specialist and Surplus Lines Compliance Support

Position Description:

The Insurance Billing Specialist is part of the California Centralizing Billing unit (CBU) and is responsible to complete agency bill invoicing while serving as a liaison with the front office client Servicer teams to address and resolve accounting related issues. This includes, but is not limited to, creating the original client billing, making corrections to existing billings, confirming data accuracy with insurance carrier documentation processing and finalizing a client premium finance request.

In this role, you will also work and partner with the Surplus Lines Coordinator to support the administrative and operational aspects of the surplus lines’ filings needed. This includes ensuring compliance with state regulations and processing tax filings, reconciling discrepancies, and managing communication with internal and external stakeholders.

Essential Duties & Responsibilities:

• Collaborate with local client service teams within the California region to create billing/transaction(s) in EPIC (endorsements, renewals, new business, audits, etc.).
• Follow set workflows established by the unit for all EPIC transactions.
• Quote and process any client premium financing. This includes creating the billing, confirming accurate down payment is collected from the client and confirming finance loan is processed and funding is received from finance company.
• Review account and policy set-up in EPIC to confirm all information is accurate.
• Send carrier invoices, statements, and carrier billing information to HFC via email for processing.
• Clear accounting related discrepancies as directed.
• Other duties as assigned by CBU team leader.
• Process and file surplus lines tax transactions for all states within the deadlines identified for each state.
• Ensure all compliance guidelines are followed on non-admitted transactions.
• Assist with filing tax reports on a monthly, quarterly, semi-annual, and annual basis.
• Record Keeping:  Maintain accurate records of surplus lines tax filings and related documents.
• Correspond with associates and other relevant parties to request and follow up on information needed for tax filings.
• Update internal systems and databases with the status of tax filings.
• Stay informed about current state insurance and tax laws.

Experience and Knowledge Requirements:

• Excellent usage of Excel, Word, and Outlook
• Ability to prioritize and execute tasks independently in a fast-paced environment
• Strong verbal and written communication skills
• Strong attention to detail, deadlines, and reporting
• Ability to process new information quickly
• Highly self-motivated and directed
• Demonstrated collaborative skills and open to constructive feedback excellent interpersonal skills
• Good analytical and problem-solving abilities
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Strong customer service orientation
• Experience working in a team oriented, collaborative environment
• Strong knowledge of Applied Systems EPIC Business Management System (preferred)
• Previous accounting or education knowledge (preferred)
• Knowledge of insurance industry admitted vs. non-admitted markets is preferred
• Strong math and analytical skills
• Front office insurance knowledge preferred

Pay: $25.00 - $28.00/hour

Department Accounting & Finance

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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